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FFFMX vs LSVMX
FFFMX vs LSVMX Comparison
Open Charts FFFMX vs LSVMX
American Funds American Mutual 529-F-3
Price$62.16
Change+$0.17 (+0.27%)
VolumeN/A
Net Assets110.88B
LSV US Managed Volatility Institutional
Price$11.31
Change+$0.09 (+0.80%)
VolumeN/A
Net Assets24.04M
FFFMX vs LSVMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 111B vs. LSVMX (24M). LSVMX pays higher dividends than FFFMX: LSVMX (2.85) vs FFFMX (1.72). FFFMX was incepted earlier than LSVMX: FFFMX (5 years) vs LSVMX (11 years). LSVMX (0.78) is less costly to investors than FFFMX (0.32). FFFMX is a more actively managed with annual turnover of: 31.00 vs. LSVMX (18.00). FFFMX has a lower initial minimum investment than LSVMX: FFFMX (250) vs LSVMX (100000). FFFMX annual gain was more profitable for investors over the last year : 5.60 vs. LSVMX (-4.75).
| FFFMX | LSVMX | FFFMX / LSVMX | |
| Total Expense Ratio | 0.32 | 0.55 | 58% |
| Annual Report Gross Expense Ratio | 0.32 | 0.78 | 41% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 14.204 | 11.980 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 24M | 462,500% |
| Annual Yield % from dividends | 1.72 | 2.85 | 60% |
| Returns for 1 year | 5.60 | -4.75 | -118% |
| Returns for 3 years | 41.37 | 4.26 | 970% |
| Returns for 5 years | N/A | 13.36 | - |
| Returns for 10 years | N/A | 34.01 | - |
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